Michael Patrick Taylor – Financial Adviser

Adviser identifying number: 238948
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993

Name of the licence holder: PPS LIFESTYLE SOLUTIONS PTY LTD
Licence number: 247839
Licensee’s ABN: 13051228641
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 08/08/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PPS LIFESTYLE SOLUTIONS PTY LTD
Authorised Representative identifying number: 247839
Authorised Representative’s ABN: 13051228641

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Foundation Diploma of Financial Planning – FPA
  • Foundation Diploma of Financial Planning – FPA

Relevant memberships of professional bodies or industry associations:

  • Financial Planner AFP (FPA)
  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)

Michael Patrick Taylor is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility